BWM

Buckley Wealth Management Portfolio holdings

AUM $392M
1-Year Est. Return 28.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$369M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$2.4M
3
+$1.41M
4
AMD icon
Advanced Micro Devices
AMD
+$1.13M
5
VLO icon
Valero Energy
VLO
+$1.07M

Top Sells

1
+$1.65M
2
+$1.31M
3
+$1.26M
4
KR icon
Kroger
KR
+$1.18M
5
PFE icon
Pfizer
PFE
+$1.05M

Sector Composition

1 Technology 27.62%
2 Healthcare 15.6%
3 Consumer Discretionary 11.75%
4 Financials 11.11%
5 Energy 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$212K 0.06%
+3,127
152
$211K 0.06%
+1,278
153
$209K 0.06%
+2,606
154
$207K 0.06%
1,500
155
$206K 0.06%
700
156
$201K 0.05%
+2,478
157
– –
-18,655
158
– –
-15,636
159
– –
-1,100
160
– –
-24,990
161
– –
-26,170
162
– –
-600
163
– –
-6,777
164
– –
-18,211
3 4 5 6
7